Read Our Newsletter

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

Sue Van Sluyters

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

Sally Brown

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

Mike Visser

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Dorothy Kelley

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

Linda & Gary Yakubowski

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Robyn Bolle

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

Patti Smith

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

Delores

Our Promise: We do not share or sell your personal information. Privacy Policy.

For immediate
assistance, call us 616-361-8400

Resources

Sign up for our newsletter!

Read Our Newsletter

What Questions Do You Have For Us?

Good News! Your Answers Are Just a Free Phone Call Away.

We hate sales pitches as much as you do. Total waste of time. And we have real work to do for real families. If you decide to call, we promise you will get straightforward reliable guidance.

If you do not call, then you may never know what you missed. Most people prefer knowledge, freely shared, over ignorance compounded by gossip. Speak with a compassionate expert today.

You have nothing to lose.

Client Success Stories…

Our Office Locations

Practice Areas